Sault Ste. Marie

Sam Nicoletta

Sam graduated from the University of Windsor with an honours degree in Public Administration in 1983. He then returned to Sault Ste Marie and joined a large Canadian Investment Dealer, as an Investment Advisor. In 2003, Sam moved to BMO Nesbitt Burns.

Sam is also a Life Insurance Advisor through BMO Estate Insurance Advisory Services*.

As the lead member of the team, Sam is responsible for all investment decisions and recommendations. He uses the portfolio approach with a well-balanced, long term and diversified investment philosophy. Sam takes genuine interest in your financial well-being and offers you a value-added approach to managing relationships.

Sam and his wife Mara have two children, Noah and Hannah. They place the highest priority on family activities, enjoying time together participating in skiing, golf, hockey, and music, to name a few.

Visit Nicoletta-Andresen Team's website

Kelly Andresen, CIM, CFP

Kelly, born and raised in Sault Ste. Marie, started working for a large Canadian investment firm in 2006 as a financial planner.  In 2017, Kelly moved to BMO Nesbitt Burns as an Investment Advisor.  Through continuing education Kelly earned her Certified Financial Planner License in 2018 and obtained her Chartered Investment Manager License (CIM) in 2019.  Kelly is also a Life Insurance Advisor through BMO Insurance Advisory Services. 

Kelly and her husband Ryan have two children, Avery and Logan and their family dog, Jada. When she is not in the office, Kelly enjoys spending time going on family outings, hosting family dinners, watching the kids sporting events , golfing and fishing.

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Paul Foisy

Paul has been in the financial services industry since 1987 and at BMO Nesbitt Burns since 1995. In that time he has been successful at preserving wealth and developing strong, risk controlled portfolio strategies. Paul’s dedication and commitment to excellence has enabled him to develop and maintain very loyal client relationships.

“My approach to managing wealth is to empower my clients by continuously educating them about the specific issues that may impact their financial future. The goal is that, over time, our relationship evolves towards more of a partnership because they are aware of my efforts on their behalf, able to assess my performance and ultimately recognise the value that our relationship provides them.”

Visit The Foisy-Forsey Wealth Advisory Group's website

Alex Forsey

Alex started his career in the Financial Services industry in 2015, following graduation from the Financial Planning program at Mohawk College. Since then, he has continued his education by pursuing multiple industry qualifications, as well as recently completing his MBA with a specialization in Risk Management. Alex is an active member of the Rotary Club of Sault Ste. Marie and sits on the Board of Directors for the Sault Area Hospital Foundation. Alex’s passion in the financial industry is the simple satisfaction of knowing he truly helped someone achieve their financial goals.

In his free time, you can find Alex spending quality time with his friends and family, on the golf course, or practicing his passion in the culinary arts.

Visit The Foisy-Forsey Wealth Advisory Group's website

Ben Hiron, BBA, CIM, CFP

Ben Hiron, CFP, CIM, is a Sault Ste Marie native, and has more than 25 years of experience in the investment industry.

After receiving his Business Degree from St. Francis Xavier University in 2000 he began working as a Financial Consultant.

Ben joined BMO in 2005 and BMO Nesbitt Burns in 2009. He completed his Canadian Securities Course in 2000, received his Certified Financial Planner Designation in 2004, his Chartered Investment Manager Designation in 2018, and is a Portfolio Manager.
 
In his spare time, Ben enjoys spending time at the cottage, traveling, and exercising.

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Philip Virene

Philip Virene is an Investment Advisor in our Sault Ste. Marie office. Philip represents the fourth generation of a family that is proud to call Sault Ste. Marie their home. He is a graduate of the University of Western Ontario and has many years of business and management experience. Philip has also been active in the community serving on numerous volunteer boards including the Sault Area Hospital and ARCH.

When not at work, Philip enjoys boating, downhill skiing and time at the cottage.

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Eric Forest

Born in Sudbury Ontario, Eric has gained an appreciation for the unique opportunities and challenges that come with operating in the north. With over 10 years of experience in Account management, Lending and Banking, he has built strong relationships with diverse clientele. As a Private Banker, Eric is fully responsible for developing and executing a banking/lending strategy that properly reflects clients’ overall wealth objectives. He currently resides in Sudbury Ontario. In his spare time, he enjoys traveling and attending live music events, if he is not golfing.

Eric takes time to listen and understand each client’s circumstances, financial needs, and goals for today and the future. He then collaborates with his professional colleagues within BMO Private Wealth to design an integrated and comprehensive strategy for each client, to be a trusted professional partner as always. Eric’s goal is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.